WMS Partners’s GE Vernova GEV Stock Holding History

WMS Partners’s Portfolio GEV Stock Details GEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,757	Closed	-$578K	–	294
2024 Q4	$578K	Buy	1,757 +4	+0.2%	+$1.25K	0.03%	165
2024 Q3	$447K	Buy	1,753 +40	+2%	+$7.68K	0.03%	193
2024 Q2	$294K	Buy	+1,713	New	+$271K	0.02%	203

Other funds holding GEV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

WMS Partners's GEV Position: Q1 2025 in Review

WMS Partners sold out of GE Vernova (GEV) in Q1 2025, closing a stake of 1,757 shares — an estimated $578K sold.

WMS Partners first reported a position in GEV in Q2 2024 and held it in 3 quarters. The position peaked at $578K in Q4 2024. 1,948 funds tracked by Wall St. Rank hold GEV as of Q1 2025.

WMS Partners reported no remaining GE Vernova position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 1,757 GE Vernova shares in Q1 2025, an estimated $578K.
WMS Partners first reported a position in GE Vernova in Q2 2024 and held it in 3 quarters.
WMS Partners's GE Vernova position peaked at $578K in Q4 2024.
1,948 funds tracked by Wall St. Rank held GE Vernova as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.